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HARBOR SUITE

One connected business platform

Customers, field teams, orders, stock, partners and performance — one platform, one picture.

The problem

  • Field visitsSpreadsheet
  • CustomersNotebook
  • OrdersInbox
  • StockRegister
  • PartnersPhone calls
  • ExpensesPaper
  • ReportsMonth-end deck
Harbor Suite

HARBOR SUITE · ONE CONNECTED PLATFORM

Customer conversations, field activity, orders, stock, expenses, partner sales and management reporting usually live in different tools. Information is harder to find, execution slows, and nobody sees the full picture. Harbor Suite brings every one of these workflows onto one platform.

Introduction

Harbor Suite, in two minutes.

A short introduction to Harbor Suite — how one connected platform carries a business from the field to the boardroom.

Chapter 01 · Field — Emp Track Pro

A day in the field, replayed.

A real recording. Your scroll is the playhead.

EMP TRACK PRO · DAY REPLAY
Emp Track Pro: a field employee's day replayed on a map, with the activity timeline of check-ins, drives and stops alongside
  1. 01 — CHECK-IN

  2. 02 — DRIVES AND STOPS

  3. 03 — WALKS AND VISITS

  4. 04 — CHECK-OUT

Every check-in, drive and stop — captured as it happens, and replayable by anyone who needs to see the day.

Explore Workforce Automation

The journey from field to boardroom

Chapter 01 / 08 · FIELD

Enhance efficiency. Streamline tasks. Boost productivity.

Plan the day, see it unfold, close the loop with Smart Beat plans, Employee tracking, expenses, reminders and targets in a single workflow.

harborsuite · workforce automation / emp track pro
Emp Track Pro: an employee's activity timeline with check-ins, drives and stops, replayed on a city map
Activity timeline: check in, drive, stop, check out
● LIVE · 10.51 km
  • Beat Plans
  • Employee Tracking
  • Emp Track Pro
  • Expense Vouchers
  • Expense Voucher Analytics
  • Reminders
  • Targets

Chapter 02 / 08 · CUSTOMER

Build stronger relationships. Grow your business.

Business partners, contacts, leads, opportunities, events, products and tasks in one connected record.

harborsuite · crm / business partner

Business Partner

Business partner record

Contacts · Places · Product catalogue

Customer
Primary contactContact
PlaceVisit location
Custom orderIn progress
EventScheduled

Leads & Opportunities

Tasks

Follow-up callToday
Send catalogueTomorrow
Site visitFri
  • Business Partners & Contacts
  • Leads & Opportunities
  • Custom Orders
  • Event Management
  • Places
  • Product Catalogue
  • Tasks

Chapter 03 / 08 · ORDER

From order to payment, keep everything moving.

Sales orders, deliveries, invoices, returns and collections as one transaction that never loses its context.

harborsuite · order management / sales order

Transaction · one connected record

  1. Sales Order

  2. Delivery

  3. Invoice

  4. Sales Return

  5. Collection

Sales Order

ItemsCatalogue
StatusConfirmed

Delivery → Invoice

DeliveryDelivered
InvoiceRaised

Collection

PaymentDue
ReturnNone
  • Sales Orders
  • Deliveries
  • Invoices
  • Sales Returns
  • Collections

Chapter 04 / 08 · INVENTORY

Every Unit. Every Movement. One Unified Screen.

Stock availability and every movement visible in one place, connected to orders and partners.

harborsuite · inventory management / overview

Inventory Overview

Availability by product

Stock Entry

New entryPosted

Inventory Transaction Report

Stock in+ IN
Sales order− OUT
Sales return+ IN
Partner order− OUT
Stock entry+ IN
  • Inventory Overview
  • Stock Entry
  • Inventory Transaction Reports

Chapter 05 / 08 · CHANNEL PARTNERS

Connect your network. Strengthen your partnerships.

Partner orders, sales history, inventory, account statements, performance and credit notes in one shared view.

harborsuite · dms / distributor performance

Network

Account Statement

Sales ordersThis month
Credit noteCreated
BalanceStatement

Distributor Performance Analysis

  • Sales Orders
  • Sales History
  • Inventory Overview
  • Distribution Partners
  • Account Statements
  • Distributor Performance Analysis
  • Create Credit Note

Chapter 06 / 08 · PROMOTIONS

Create smarter offers. Drive more sales.

Create flexible schemes, manage claims and measure what every promotion returned.

harborsuite · schemes & promotions / scheme analytics
Scheme Analytics: revenue impact, orders with promotions, ROI and activity trends for sales schemes
Top performing promotions ranked by revenue, ROI and performance
  • Manage Schemes
  • Manage Scheme Claims
  • Scheme Analytics

Chapter 07 / 08 · OPPORTUNITIES

Discover new businesses. Find more opportunities.

Discover nearby businesses around your territory and turn them into customer visits.

harborsuite · lighthouse / dashboard
Lighthouse dashboard: credits, consumption trend, usage by users and usage by plan
SEARCH → DISCOVER → VISIT
  • Business Discovery
  • Search Preferences
  • Customer Opportunities
  • Usage & Credits

Chapter 08 / 08 · BOARDROOM

See the bigger picture. Make better decisions.

Performance, trends and operational visibility built from everything that already flows through Harbor Suite.

harborsuite · reports & analytics / business overview

Sales vs Collection vs Expenses

  • Sales
  • Collection
  • Expenses
  • Performance Reporting
  • Trend Analysis
  • Operational Visibility
  • Decision Support
See the whole platform

Destination · Boardroom

See the bigger picture. Make better decisions.

Every chapter of the journey produces data. Because it already flows through one platform, Reports & Analytics can turn it into performance, trends and operational visibility, without a month-end scramble to reconcile versions.

  • FIELD DATA
  • CUSTOMER DATA
  • SALES DATA
  • ORDER DATA
  • INVENTORY DATA
  • WORKFORCE DATA
  • PARTNER DATA
business insight · field → boardroom
  • FIELD

  • CUSTOMER

  • SALES

  • ORDER

  • INVENTORY

  • WORKFORCE

  • PARTNER

Performance reporting

TREND ANALYSIS

Q1Q2Q3Q4

Decision support

OPERATIONAL VISIBILITY

  • Territory coverageField · Customer
  • Order-to-collection cycleOrder · Inventory
  • Channel performancePartner · Sales
  • Scheme returnPromotions · Sales
  • Expense controlWorkforce

REPORTS & ANALYTICS · MANAGEMENT VIEW

Better information.
Better decisions.

Explore Reports & Analytics

In the hand

The platform doesn’t stop at your office door.

Your teams, your retailers, and the trade that recommends you, three sets of hands, writing into the same records.

Your own teams

They already carry it.

Beat plans, check-ins, customer visits, orders and expenses, from the phone in a field employee’s pocket, connected to the wider business.

Explore mobile
Retailer App

Let retailers order without picking up the phone.

Their price, their schemes, their ledger all in their hands, and every order they place writes straight into your order and accounting records.

  • Catalogue at their own price band
  • Reorder in two taps
  • Order status, invoice and delivery challan
  • Ledger, ageing and recorded payments
Loyalty App

Turn the people who recommend you into a measured channel.

Scan the code on the pack or product, watch the points land in your loyalty account, redeem without asking anyone, while you run the codes, the rules and the liability from one console.

  • Scan to earn, with the reason shown either way
  • Wallet, tiers and full statement
  • Rewards catalogue and tracked redemption
  • Campaigns by trade, tier or area

Both apps write into the same records that your teams already work in, and the same customers, orders, stock and schemes. See the platform

Intelligence

Stop looking at data. Start seeing what it means.

Harbor Suite combines analytics with intelligent capabilities that help teams understand sales activity, notice meaningful patterns and plan with more confidence. It informs judgement; it doesn’t replace it.

AI-generated

Sales insights

Useful patterns and signals surfaced from the sales information that is already in Harbor Suite, hence the team spends less time hunting through reports and more time acting.

AI-powered

Sales prediction

Trend projections from historical activity, to support planning and target-setting. A prediction is an input to a plan, never a guarantee.

OCR

Turn documents into usable information

Images and documents become editable, searchable information. Document → recognize → extract → use.

Solutions

Built around the way your industry operates.

Different customers, teams, sales processes and distribution models. One connected platform that adapts to them.

Tell us about your teams, your customers and your workflows. We'll show you where Harbor Suite fits — from the field to the boardroom.

+91 98988 88180·contact@harborsuite.io